Several big investors, including State Street, Bridgewater Associates, and T. Rowe Price, have sold part of their NVDA stakes in the last few quarters. This is mostly because they want to keep their portfolios from being too concentrated following Nvidia’s spectacular run.

Nvidia is unlikely to announce a stock split on Nov. 19. However, there are plenty of other reasons to be excited about Nvidia's prospects, and it's worth considering buying now as a result.

Nvidia is surpassing Broadcom as investors favor its GPU growth and wider customer base. Aureus Asset Management buys Nvidia and trims Broadcom.

The U.S. and China are in an arms race over AI, which can deliver military and economic advantages. America’s edge is that the world’s top AI chip company, Nvidia, is based in California. Since 2022, China has been barred from buying the most advanced U.S. semiconductors over national-security concerns.

Amazon is joining Microsoft in backing legislation to further curb chipmaker Nvidia's ability to export chips to China, the Wall Street Journal reported on Thursday, citing people familiar

Gene Munster thinks Wall Street isn't factoring in a few key developments as analysts prepare for the chip giant's Q3 earnings report on November 19.

Chip stocks are leading a sharp premarket rally as market breadth improves and speculative sectors rebound. Traders eye a move above 60% of S&P 500 stocks above the 50-day average and a VIX pullback into the buy zone as confirmation of a new leg higher.